Browsing: Wealth Management

PLANNING FOR INCAPACITY

A life-changing illness or injury that takes away the ability to communicate is not something…

Key Tax Changes for 2013

In another down-to-the-wire scenario, Congress moved on New Year’s Day to avoid the tax side of the fiscal cliff by passing legislation that extended many of the Bush era tax cuts. But the new law raised taxes for high earners, posing new planning considerations. The eleventh-hour extension of many of the Bush-era tax rates narrowly skirted an across-the board increase in most federal tax rates. But the new rules differ in a number of ways from the old—particularly for those in the top tax bracket.

Value Investing: Simple strategies for finding value

A value investing approach has long been used by such successful and well-known investors as Benjamin Graham and Warren Buffet, who have followed strategies that help identify stocks that are undervalued and offer upside potential.